Tables

Insert repeating data (like tasks or subtasks) as a formatted table.

Add a table

1

Open Tables

Open your automation and go to Tables.

2

Choose a source

Click Add Table and choose a source:

• List: rows from the configured list

• Subtasks: rows from the selected task’s subtasks

• Checklist: rows from a selected checklist

3

Pick columns

Select the fields to be used as columns

4

Optional filters

Optionally set filters (statuses, fields) and whether to include closed tasks.

5

Header row

Choose whether to include a header row.

In your template

• In the Tables section, click the Copy button to get the table placeholder.

• Paste the placeholder into your .docx where the table should appear.

Tips

• Start with a few columns; add more after previewing.

• Use transformers in column mappings (for example, format dates or currency per column).